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  1. Teamgate
  2. KNOWLEDGE BASE
  3. SALES PIPELINE

SALES PIPELINE

Learn how to manage your sales pipeline, close deals faster and unlock your true sales potential.

  • How do Deals drag and drop work in Teamgate?
  • How can I see my lost or won deals?
  • Show sum of your deals in given pipeline stage
  • How to transfer tags and custom field information from the buyer card to a deal card when creating new deals manually?
  • Sales Pipeline Forecast
  • How to automatically set the value of the products assigned to the deals as the deal price?
  • How to assure that deals always have the upcoming activities planned? Task management in the Deals section.
  • How to clone the deal?
  • How to create the Sales Pipeline?
  • Can I create a multi pipeline?
  • How can I add a new Deal?
  • How to move Deal through stages?
  • How to change stage title?
  • Collapse / Expand Sales Pipeline Stages
  • How can I change owner of a Deal?
  • How can I delete a Deal?
  • How to export your sales pipeline / deals?
  • What are deal loss reasons?